3 Best Financial Services in Huntington Beach, CA

“Weaver Consulting Group is a family-owned independent firm specializing in transitioning from wealth accumulation to capital preservation and retirement income replacement. Jason M. Weaver is the firm's managing director and financial advisor. He completed his Bachelor's Degree in History at the University of California, San Diego, with an emphasis on Law and society. He holds a Chartered Retirement Planning Counselor (CRPC), Accredited Asset Management Specialist (AAMS), and Chartered Mutual Fund Consultant (CMFC). At Weaver Consulting Group, the team know you work hard and deserve the life you want. Their team has 20 years of experience creating customized solutions for every retirement dream. They individualize every relationship to create a community of confident, informed, and inspired retirees. They serve hard-working individuals and their families who are planning or transitioning from work to retirement. Contact them to schedule a consultation.”

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“Phil Gironda, a financial advisor at Edward Jones, has been helping clients achieve their financial goals for over twenty years. His process begins by listening to his clients' needs before proposing a tailored financial strategy. He encourages input from his clients' attorneys, CPAs, and other professionals. The service within his branch office is confidential and tailored to his client's goals. He completed his finance degree at Loyola Marymount University and the USAF Reserve Officer Training Program. Edward Jones will work on your financial goals and deserve a face-to-face conversation. They can assist you in preparing for retirement, saving for education and being a tax-smart investor.”

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“James Hendries Wealth Management offers tailored investment strategies, comprehensive wealth management, and professional financial advice. They strive to combine all the essential elements to empower your financial success. They create professional, customized financial plans to help clients build, preserve, and transfer their wealth. They are committed to building Hendries Wealth Management to simplify and organize their clients' financial lives. James Hendries Wealth Management team offers a helping hand in simplifying the financial world. Whether planning, investing, or facing life transitions, they're here for you every step, providing the support you need for a smoother financial journey. Their team is dedicated to simplifying financial concepts and providing guidance tailored to your needs.”

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